Get found in AI search, build trust with online reviews, and win ideal clients with an exclusive XYPN discount.
Wealthtender is the advisor marketing platform trusted by hundreds of XYPN members to show up in Google and AI search, compliantly collect and promote client reviews, and convert more prospects into clients. Enjoy an exclusive 25% member discount on every plan, billed through your XYPN membership.
Get to Know Wealthtender
A platform overview with Diana Cabrices on how Wealthtender helps you get found in AI search and compliantly publish online reviews.
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Growth Essentials
The XYPN-exclusive foundation plan. Get found in Google and AI search with an optimized profile, and compliantly collect and promote Certified Advisor Reviewsâ„¢.
- SEO and AI-optimized advisor profile that strengthens visibility in Google and AI tools (ChatGPT, Gemini, and more)
- Visibility with 500,000+ annual visitors on wealthtender.com
- Inclusion in the US advisor directory, local directory and interactive map, and professional designation directories
- Compliantly collect and publish Certified Advisor Reviewsâ„¢
- Display reviews on your website with compliant widgets
- Reviews indexed in search engines and AI tools
- Eligible for the highly-rated advisor directory and Voice of the Clientâ„¢ Awards
- Done-for-you profile setup included
Convert
Show up in AI search, collect reviews, and convert more prospects. Adds specialist directories and weekly opportunities to get quoted in popular media outlets.
- SEO and AI-optimized advisor profile on Wealthtender
- Certified Advisor Reviewsâ„¢, compliantly collected and published
- Widgets to compliantly display testimonials on your website
- Featured in up to 4 specialist directories, plus your local advisor guide
- Weekly opportunities to get quoted in popular media outlets
- Visibility with 500,000+ annual visitors on wealthtender.com
- Reviews indexed and cited in Google, ChatGPT, and other AI tools
- Done-for-you profile setup included
Compound
Turn your reputation and expertise into a growth accelerator. Everything in Convert, plus AI-Optimized FAQs, the Testimonial Marketing Studioâ„¢, and Large Employer Q&A visibility.
All Convert benefits, plus:
- AI-Optimized FAQs with schema markup applied automatically (up to 10)
- Testimonial Marketing Studioâ„¢ to turn reviews into professionally designed marketing content
- 1 Large Employer Q&A participation (Tier 2/3 employers)
Command
Amplify your authority and become the clear choice. Everything in Compound, plus a dedicated Firm Focus Page built on Wealthtender’s high-authority domain.
All Compound benefits, plus:
- 1 Firm Focus Page (modern design, SEO/AI-optimized, firm or niche showcase)
- Large Employer Q&A participation upgraded to Tier 1 (the highest-value employers)
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Looking for something else?
Already a Wealthtender-billed subscriber? Submit your transfer request for discounted XYPN billing.Your Wealthtender reviews can work for you on your XYPN Find an Advisor listing, too
Available for every XYPN member with a Wealthtender subscription and an XYPN profile.
XYPN’s Find an Advisor directory can now show your Certified Advisor Reviews directly on your profile, so prospects who find you through XYPN see the same social proof they’d see on Wealthtender. Find an Advisor listings are currently available to CFP® professionals.
View examples
See how fellow XYPN members display their reviews.
More Wealthtender benefits are available to you than ever before
Beyond online reviews, other Wealthtender features also offer powerful SEO/AEO benefits and don’t involve reviews at all. Two worth knowing about today, each with an XYPN member showing how it works.
Firm Focus: a powerful page for your firm, alongside your advisor profile
Firm Focus gives your firm its own optimized page on Wealthtender: your story, your team, your specialties, and your reviews in one place that search engines and AI tools can cite. Soft-launched in July and available to all XYPN members today.
Large Employer Q&A: attract employees of the companies you know best
Answer the questions employees at a specific large employer are already asking, and get found by them in Google and AI search, without a big marketing budget.
The advisor marketing platform that helps you get found in Google and AI search, build trust with compliant client reviews, and grow your practice.
Pricing shown reflects the exclusive XYPN member discount and is billed through your XYPN membership.